LOM Asset Management Ltd
Hamilton D0 · SEC CIK 0002077907
$3.48亿2026Q1 申报市值
277持仓数
25.9%前十大占比 · 第一大 3.9%
5 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NFLX 加仓+$241.68万
NEM 加仓+$75.78万
IXC 加仓+$51.85万
BSX 新建仓+$47.25万
VEA 加仓+$42.25万
2026Q1 卖出最多 按季末市值估算
DIS 减仓-$69.93万
AVGO 减仓-$69.52万
PYPL 清仓-$40.87万
GOOG 减仓-$39.13万
ADBE 减仓-$32.62万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -7,000 | -100.0% | -$40.87万 | 清仓 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$13.39万 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -1,500 | -100.0% | -$12.94万 | 清仓 |
| RNR | RENAISSANCERE HLDGS LTD | $0 | 0.00% | 0 | -30 | -100.0% | -$8,435 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -60 | -100.0% | -$7,517 | 清仓 |
| VSNT | VERSANT MEDIA GROUP INC | $2,554 | 0.00% | 69 | 69 | — | $2,554 | 新建仓 |
| DXCM | DEXCOM INC | $6,280 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| KRE | SPDR SERIES TRUST | $7,167 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $8,636 | 0.00% | 29 | 29 | — | $8,636 | 新建仓 |
| MCK | MCKESSON CORP | $8,654 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $1.03万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $1.23万 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| OSCR | OSCAR HEALTH INC | $1.26万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD | $1.35万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS INC | $1.43万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $1.54万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $1.60万 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $1.71万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES TRUST | $1.90万 | 0.01% | 670 | 0 | 0.0% | — | 不变 |
| TU | TELUS CORPORATION | $1.95万 | 0.01% | 1,090 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $2.05万 | 0.01% | 340 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $2.10万 | 0.01% | 115 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $2.16万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| RCI | ROGERS COMMUNICATIONS INC | $2.17万 | 0.01% | 405 | 0 | 0.0% | — | 不变 |
| BOOT | BOOT BARN HLDGS INC | $2.20万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $2.23万 | 0.01% | 200 | 200 | — | $2.23万 | 新建仓 |
| — | DMC GLOBAL INC | $2.24万 | 0.01% | 4,300 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $2.28万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $2.37万 | 0.01% | 205 | -80 | -28.1% | -$9,262 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $2.38万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| PKOH | PARK-OHIO HLDGS CORP | $2.40万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $2.42万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $2.45万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| — | BEAZER HOMES USA INC | $2.50万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $2.51万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE COM INC | $2.57万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $2.66万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $2.71万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2.93万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $2.96万 | 0.01% | 220 | 75 | 51.7% | $1.01万 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $2.98万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ENERGY CORP NEW | $3.12万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| CVE | CENOVUS ENERGY INC | $3.14万 | 0.01% | 850 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $3.21万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| EBF | ENNIS INC | $3.21万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES TR | $3.36万 | 0.01% | 359 | -48 | -11.8% | -$4,490 | 减仓 |
| C | CITIGROUP INC | $3.40万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $3.41万 | 0.01% | 260 | 0 | 0.0% | — | 不变 |
| PANL | PANGAEA LOGISTICS SOLUTION L | $3.54万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $3.71万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| — | FRIEDMAN INDS INC | $3.72万 | 0.01% | 2,097 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $3.76万 | 0.01% | 740 | -200 | -21.3% | -$1.02万 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $3.76万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $3.79万 | 0.01% | 385 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $3.93万 | 0.01% | 320 | 0 | 0.0% | — | 不变 |
| — | REGIS CORPORATION | $3.95万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| IBN | ICICI BANK LIMITED | $4.14万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| MG | MISTRAS GROUP INC | $4.43万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| EZA | ISHARES INC | $4.47万 | 0.01% | 660 | 330 | 100.0% | $2.24万 | 加仓 |
| CMT | CORE MOLDING TECHNOLOGIES IN | $4.48万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| — | STEALTHGAS INC | $4.59万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| EELV | INVESCO EXCH TRADED FD TR II | $4.77万 | 0.01% | 1,700 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $5.19万 | 0.01% | 120 | 30 | 33.3% | $1.30万 | 加仓 |
| — | FONAR CORP | $5.20万 | 0.01% | 2,800 | 0 | 0.0% | — | 不变 |
| — | NACCO INDS INC | $5.20万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| GSL | GLOBAL SHIP LEASE INC | $5.21万 | 0.01% | 1,400 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $5.28万 | 0.02% | 420 | 0 | 0.0% | — | 不变 |
| CVLG | COVENANT LOGISTICS GROUP INC | $5.43万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| NWPX | NWPX INFRASTRUCTURE INC | $5.45万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| OIS | OIL STS INTL INC | $5.55万 | 0.02% | 4,769 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $5.70万 | 0.02% | 1,190 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC | $5.71万 | 0.02% | 570 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $5.72万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| NGS | NATURAL GAS SVCS GROUP INC | $5.80万 | 0.02% | 1,537 | 0 | 0.0% | — | 不变 |
| RCKY | ROCKY BRANDS INC | $5.81万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $5.93万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $6.00万 | 0.02% | 820 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $6.09万 | 0.02% | 1,250 | 0 | 0.0% | — | 不变 |
| EXI | ISHARES TR | $6.21万 | 0.02% | 343 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $6.25万 | 0.02% | 160 | 25 | 18.5% | $9,760 | 加仓 |
| APH | AMPHENOL CORP | $6.32万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| XOP | SPDR SERIES TRUST | $6.36万 | 0.02% | 350 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $6.41万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $6.44万 | 0.02% | 650 | 0 | 0.0% | — | 不变 |
| FTS | FORTIS INC | $6.48万 | 0.02% | 835 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $6.60万 | 0.02% | 230 | -60 | -20.7% | -$1.72万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $6.79万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| VPG | VISHAY PRECISION GROUP INC | $6.95万 | 0.02% | 1,600 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $7.08万 | 0.02% | 1,200 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $7.09万 | 0.02% | 153 | -22 | -12.6% | -$1.02万 | 减仓 |
| KE | KIMBALL ELECTRONICS INC | $7.11万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $7.26万 | 0.02% | 475 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. | $7.41万 | 0.02% | 850 | 0 | 0.0% | — | 不变 |
| EMA | EMERA INC | $7.43万 | 0.02% | 1,030 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $7.48万 | 0.02% | 982 | -341 | -25.8% | -$2.60万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $7.63万 | 0.02% | 465 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $7.67万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| IAG | IAMGOLD CORP | $7.73万 | 0.02% | 2,954 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $7.88万 | 0.02% | 1,585 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $8.28万 | 0.02% | 4,000 | 0 | 0.0% | — | 不变 |